Jerry Rogers

Jerry Rogers [ChFEBC℠]

50 Rivers Avenue
N. Charleston, SC 29406

Original Certification Date: 3/12/2017

Organization: Rogers Tax Advisory Group

Phone: 843-552-5444
Cell: 843-270-0079
Fax: 843-552-5444



States Currently Licensed: SC, GA, VA, NC, FL

Primary Insurance Companies:  Allianz, American National, Nationwide and others

Primary Investment Companies: We are a full service Registered Investment Advisory Firm that
offers several different opportunities with regards to investments and managed portfolios (fixed
income, equities, mutual funds, ETF’s, etc.) Our clients custodian’s include Fidelity Investments,
Charles Schwab and TDAmeritrade.

Services: Retirement reviews that include pension, TSP, FEGLI, and much more.

Additional Information: Priority is to provide solid, reliable advise to Federal employees about
their individual retirement situations.